Brad: I originally liked your Tesla needs right wing consumers theory (ie Bud Lite). But Musk has just been winging it. These things need a certain amount of adherence to data, feedback etc. Right? The alienation point of potential buyers must be very high right now.
I think he is opportunistic and improvisational, which is not exactly the same as winging it. Yes, he has alienated left leaning potential buyers, but a lot of them had already purchased Teslas... so his TAM is bigger on the right leaning side at the moment. THANKS for reading and commenting!
Brad: I originally liked your Tesla needs right wing consumers theory (ie Bud Lite). But Musk has just been winging it. These things need a certain amount of adherence to data, feedback etc. Right? The alienation point of potential buyers must be very high right now.
Hi Peter,
I think he is opportunistic and improvisational, which is not exactly the same as winging it. Yes, he has alienated left leaning potential buyers, but a lot of them had already purchased Teslas... so his TAM is bigger on the right leaning side at the moment. THANKS for reading and commenting!
Best,
BB